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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $553,203 | $62,409+786.4% | $120,574+358.8% | $74,459+643.0% |
| Participation rate | 97.6% | 56.8%+40.8pp | 71.9%+25.6pp | 67.2%+30.4pp |
| Annual return | 8.48% | 18.62%-10.1pp | 107.42%-98.9pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $23,191 | $1,847+1155.9% | $3,471+568.2% | $2,626+783.2% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,996-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,394-100.0% | $9,445-100.0% | $1,945-100.0% |